Disable Popup Blockers

Popup blockers should be disabled when using Oracle BAM Active Studio.

Open Separate Browser Windows For New URLs

As a default behavior of Microsoft Internet Explorer, if the browser is displaying a Web page, and you click a link in an e-mail or an alert, the page opens in the most recently used browser window. You can change this behavior so that a separate browser window opens each time a link outside of the current browser is clicked.

It is recommended to change this setting if you often have browsers running that should remain open when you click links in e-mails or alerts.

To change the setting to open a separate browser for links in alerts or e-mails:

In Microsoft Internet Explorer, select Tools > Internet Options.

Click the Advanced tab.

In the Browsing settings, ensure that the Reuse windows for launching shortcuts check box is deselected.

Click OK.

Configure Print Settings

Better quality printing results if the Print background colors and images option is selected, which is not a default setting. This setting provides increased quality printing, especially for Crosstab views.

To change the setting for printing backgrounds:

In Microsoft Internet Explorer, select Tools > Internet Options.

Click the Advanced tab.

In the Printing settings, select the Print background colors and images check box.

Click OK.

Disable Browser Caching

To ensure that the most recent file versions are displayed, set the Microsoft Internet Explorer option to automatically check for updated files.

To change the cached files setting:

In Microsoft Internet Explorer, select Tools > Internet Options.

On the General tab, click Settings (under the Browsing History section in Microsoft Internet Explorer 7).

Select Automatically.

Click OK.

Hide Address Bar in Oracle BAM Web Applications

For security reasons, in recent versions of Microsoft Internet Explorer, the address bar appears at the top of a browser page for sites within the Internet Zone. You can safely alter your Microsoft Internet Explorer security settings to allow the Oracle BAM Web applications to hide the address bar.

To hide the address bar:

Do one of the following:

In Microsoft Internet Explorer, go to Tools > Internet Options > Security > Trusted sites > Sites, and add the site host name of the Oracle BAM Web applications host to the list.

Starting Oracle BAM Web Applications

Always use the start page to start Oracle BAM Web applications. Do not start the Web applications from a direct URL to the application. Using the start page ensures that caching works correctly. Also, do not use localhost in the URL instead of the host name.

To start Oracle BAM Web applications:

In your Web browser, go to

http://host:http_port/OracleBAM/

where host is the name or IP address of the server where Oracle BAM is installed.

Note:

The Oracle BAM start page URL is case sensitive. Enter the URL exactly as indicated in the example.

If you do not log out while an Oracle BAM Web application is open, such as Oracle BAM Active Studio, but close the start page (by clicking the Close button), the Web application session ends. You must close all of the browser windows before starting another session in a different browser window.

If you continue to use the application after closing the start page, Oracle BAM prompts you to log in again.

Configuring Print Setup (Required)

In Oracle BAM Active Viewer and Oracle BAM Active Studio, you must configure report print setup options from the Personalize dialog box. These settings are used for specifying a print layout and paper size used for previewing the print layout.

These settings help you visualize how the report will look when it is printed, but the settings do not control the print settings for your printer. Printer settings must be configured separately.

To configure print previewing options:

Open the Personalize dialog box.

In Oracle BAM Active Viewer, click the Personalize button in the toolbar.

Select Landscape to define a wide page orientation. Landscape orientation ensures that all of the report page prints if the report is wider than 8 inches.

Select a paper size from the Paper Size list.

Click OK to save your settings.

Configure Time Zone Preferences

In Oracle BAM Active Viewer and Oracle BAM Active Studio you can configure your preferred time zone settings that control the display of time in reports and set the firing times for alerts.

Reports and prompts will work in the user defined preferred time zone if it is mentioned. The data in reports do not appear in user defined time zone by default. The user must configure Properties->Value Format->Adjust Timezone from GMT To in the Oracle BAM Active Studio.

For alerts, the local time zone is the time zone of the system on which the Web browser is running (user's local system), when the user preference was last changed. For reports, the local time zone is the time zone of the Web browser's system from where the report is being viewed.

Therefore, for alerts to pick a new time zone of the Web browser (local) system, the user must edit the time zone preferences from this system in particular, otherwise the old time zone (time zone when this user preference was last edited) values continue to be used.

Local time zone of the Web browser calculated by Oracle BAM is not always correct. Oracle BAM makes the closest approximation of the time zone based on a time zone offset. The time zone selection list option gives users the opportunity to precisely choose a time zone if the approximation does not pick the correct time zone.

Personalized time zone changes do not affect the date and time data in data objects. Time in data objects is always based on the Oracle BAM Server time zone.

GMT for reports and local time zone for alerts. (default) This option applies the default GMT setting to reports and the default local time zone setting to time-based alert rules.

Your local time zone: This option applies the local time zone as configured in the system on which your Web browser is running at the time this setting is configured.

For example, if the user is in India while the Oracle BAM Server the user is accessing is in the U.S., when the user configures the local time zone preference, the Oracle BAM Server stores the India time zone setting for that user.

Time zone selection list: This option applies the chosen time zone to both reports and time-based alerts.

Select Automatically adjust for daylight savings to have the daylight savings adjustments made by Oracle BAM Server.

Click OK to save your settings and close the dialog box.

Specifying Report Loading Indicator Settings

In Oracle BAM Active Viewer and Oracle BAM Active Studio, you can configure a setting to enable or disable the loading indicator that appears on the lower left corner of a loading report. The report loading indicator is a moving icon to let you know that data is still loading.

Report last viewed displays the most recently viewed report each time you open Oracle BAM Active Studio.

Select Report displays the selected report each time you open Oracle BAM Active Studio or go back to the Home tab. Click Select Report to browse for a report to display on the Oracle BAM Active Studio Home tab.

No Report displays only the Oracle BAM Active Studio logo on the Home tab.

Copy Homepage Shortcut provides a URL to the contents in the Oracle BAM Active Studio Home tab so that you can embed it in your own Web page, portal, or application.

Click OK to save your settings.

Getting Started With Oracle BAM Active Viewer

Oracle BAM Active Viewer is a thin client for viewing reports. Users are presented with reports based on ownership and sharing privileges configured in Oracle BAM Active Studio.

For reports with multiple pages of data you can scroll through each page using the buttons at the top right of the print preview page.

Before printing, confirm that the desired page orientation and paper size is set in the printer's configuration dialog box. Oracle BAM does not pass that information to the printer from the print preview feature. Default orientation and paper size for the printer do not always correspond to those set in the Oracle BAM personalized settings.

Click Print to open your printer's configuration dialog box and send the report to the printer.

Click Close to dismiss the Print Preview page.

Personalize

Click to open the Personalize dialog box where you can set options for time zones, printing, and loading reports. For information about configuring settings in this dialog box, see Personalizing Oracle BAM Web Applications.

Reprompt

Click Reprompt to reload the report. Reprompting is not necessary if the report is supported with active data. Active data causes the report to update with the incoming data highlighted in a different color

Save Offline

Email

Click Email to send a report to another Oracle BAM user. You can add recipients by clicking the To, CC, and BCC buttons. Include a subject and optionally enter a message to the recipients. Click Send to send the report.

Getting Started With Oracle BAM Active Studio

Oracle BAM Active Studio is a robust Web-based tool for creating and delivering reports. Once created, reports can be viewed in Oracle BAM Active Viewer. From Oracle BAM Active Studio, power users share reports with other users and create alert rules for report delivery. Reports are either real-time reports, with live data updating on screen, or point-in-time (snapshot) reports.

Creating reports includes actions such as data object and field selection, formatting, filtering, and summaries. Reports can be shared with other users and alert rules can be created for determining the scheduling and delivery of the reports. Report types include charts, lists, key performance indicators (KPIs), crosstabs, spreadsheets, and more.

Reports

Reports display single or multiple views. Each view in a report can be a different type and contain different data. When creating reports, you can choose a tiled template containing a combination of views, a single view, or a continuous Columnar report. Continuous Columnar reports contain the single Columnar view and provide more formatting features for this type of report. See Chapter 3, "Creating and Managing Reports" for more information.

Actions

Actions are tasks you can do with reports and alerts. Examples of actions include creating, viewing, and editing reports and alerts. Actions in the Actions list change depending on if you are editing reports or working with alerts.

View Editor

The View Editor contains a set of tabs to select data and data modifiers and format the views in your reports. When you create reports, the View Editor provides a wizard format to lead you through the steps. When you edit views, you can click the tabs for the formatting or data functions you want to change. For more information about formatting views see Chapter 6, "Formatting Views."

There are four demonstration dashboards packaged as samples with Oracle BAM. These can be accessed using Oracle BAM Active Viewer and Oracle BAM Active Studio in the Shared Reports/Demo folder. These demos may be used as templates to start building your own dashboards.

Call Center demonstrates a call center scenario where calls are routed based on the status of various products. The demo displays the system's ability to respond to excess call volume in a particular region by rerouting the calls.

Order Booking demonstrates an order management process that is tracked at various stages.

Portfolios allows users to track changes in their stock portfolios.

For information about running the active data simulation scripts, or if the samples are not installed on your system, the files, installation script, and instructions are located in the SOA_ORACLE_HOME/bam/samples/ directory.

Several sample data objects are provided with Oracle BAM so that you can learn to use a feature with sample data. These sample data objects are used throughout the Oracle BAM documentation when demonstrating the use of a feature.

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